1. PHILANTHR PY
enlightened
PARTICIPANTS WILL:
• Expand their understanding of what is possible in philanthropy and
identify all the ways they can be involved
• Articulate their values, align them with their giving, thus feeling more
engaged and energized about their giving
• Feel more confident and gain peace of mind about their giving
• Create a Philanthropy Roadmap to guide their future giving
TESTIMONIALS:
“This was a fantastic experience. Each session was chock filled with fun exercises,
and special conversations. I felt that I learned a lot, but even more, I developed some
ideas, BIG potential plans, met some fun women, and so much more. Put this down
as a ‘must do’ for next time it is offered.”
Estate Planning Tax Attorney
“I’m so totally engrossed in the conversations we are having and what I am seeing
and learning, I forget to stop and notice what a wonderful job you do in making it all
happen. I haven’t felt this engaged in years. What a great, great program!”
Monterey-Based CPA
BRIEF BIO:
Deborah Goldstein, founder
of Enlightened Philanthropy, is
dedicated to guiding the next
generation in giving. Drawing
from more than fifteen years of
experience in fundraising and
nonprofit management, she en-
gages clients in a tailor-made,
intuitive process that reveals
their authentic motivation and
desire to give. Helping her cli-
ents strategize, problem solve,
and align their values/interests
with appropriate options culmi-
nates in an attainable Philan-
thropy Roadmap. Deborah
bridges the gap between differ-
ent ages, building meaningful
communication and engender-
ing constructive action. As part
of her multi-generational prac-
tice, she particularly focuses on
advising youth as they navigate
the world of philanthropy.
Deborah holds a BA in Biology
from Wittenberg University
and a Master’s Degree in
Marine Policy with a Certificate
in Museum Studies from the
University of Delaware. She is
a 21/64-certified consultant
and serves as co-Dean of
Philanthropy for the Purposeful
Planning Institute.
For more on Deborah Goldstein
Enlightened Philanthropy
visit enlightedphilanthropy.com.
For booking, please contact Enlightened Philanthropy at
(831) 402-1724 or deborah@enlightenedphilanthropy.com.
Would you like to be more fluent with your clients in conversations about
philanthropy? Would you like to add richness and depth to this meaningful
area of clients’ lives? Are you looking for a way to support your clients in
developing an effective and rewarding Philanthropy Roadmap?
DESCRIPTION:
In this two-day workshop, Deborah provides an opportunity to address
these needs. She believes that everyone can be a philanthropist and is
passionate about helping people give in a way that is most meaningful
for them. To achieve this, she guides women through an exploration of
their values and areas of interest to help participants determine their
vision for giving. Working through a series of activities and discussions,
participants will eventually create their own Philanthropy Roadmap,
enabling them to clearly articulate and act upon their philanthropic
desires. She’ll also talk about how to instill giving values in their kids or
grandkids. Participants will receive tools they can use with their families
to facilitate these conversations.
Prior to the weekend, Deborah will offer you and/or your firm a 1.5 hour
session so you can have a glimpse of what your clients will experience
throughout the weekend. Following the weekend, Deborah recommends
meeting together with you and your participating clients one-on-
one to bring you into the philanthropic conversation and create an
implementation plan.